Filed January 29, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $8,301 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,147 | $50,982+147.4% | $154,803-18.5% | $85,563+47.4% |
| Participation rate | 95.6% | 59.8%+35.8pp | 78.1%+17.6pp | 66.0%+29.7pp |
| Annual return | 18.10% | 30.35%-12.3pp | 58.88%-40.8pp | 31.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $11,706 | $2,474+373.1% | $5,540+111.3% | $4,375+167.5% |
| Admin fee / account holder | $14 | $846-98.3% | $14,329-99.9% | $834-98.3% |